The Team

Andrew, Lisa, Emma, Maria and Alan.

The Practice

Alan W. Simons & Co was formed in 1992 and specialises in advising owner managed businesses and their families. We are a ‘one stop shop’ for all aspects of accountancy, tax and business advice.

The practice has mainly grown by client recommendation and referral, to the size it is today. We firmly believe that by concentrating our efforts on providing a first class service and striving to exceed our clients’ expectations we will continue to be successful and grow.

We currently have a compliment of five staff including two fully qualified accountants, one qualified accounting technician and two trainees currently studying for their accountancy qualification.

The Principal

Alan Simons was educated at Bournemouth School for Boys and Warwick University. He trained with Deloitte Haskins & Sells (now Price Waterhouse Coopers) and qualified with them as a Chartered Accountant in 1982. He gained further post qualification experience at their Bournemouth and Bahrain offices before leaving in 1986 to join Grant Thornton, Bournemouth. As the senior group corporate manager, Alan was in charge of over 30 staff and dealt with all the major corporate clients that Grant Thornton served in the area. Alan left in 1991 to briefly join Saffrey Champness as partner designate before deciding to start his own practice.

The Staff

Our staff are split into two teams, headed up by Maria Samways and Andrew Simons.

Andrew joined us in 1994 and has qualified with us as an AAT. He is in charge of our in-house management accounts and payroll work.

Maria joined us in 1995 and has qualified with us as an AAT and ACCA. She is in charge of our annual accounts and related corporate and personal taxation work.

The Specialists

Business Advice

David Musker. David was previously the office managing partner at Grant Thornton, Bournemouth and managing director of a large local manufacturing company.

Taxation

Bob Hartley. Bob was formerly a district tax Inspector at Bournemouth, and also a tax partner at Touche Ross.

VAT

David Jordan. David was formally the south west VAT specialist for Grant Thornton and prior to that worked for H.M. Customs and Excise for many years